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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFW
926
Fusion Family Wealth
New York
$19.2M +$3.12M +5,280 +18%
CSP
927
Cary Street Partners
Virginia
$19.2M -$101K -171 -0.5%
PFG
928
Pacific Financial Group
Washington
$19.2M -$299K -507 -1%
HWA
929
Hilltop Wealth Advisors
North Carolina
$19.1M -$211K -357 -1%
HC
930
Hoese & Co
Minnesota
$19.1M +$38.4K +65 +0.2%
ST
931
Sageworth Trust
Pennsylvania
$19.1M +$197K +333 +1%
LA
932
Lynch & Associates
Indiana
$19.1M +$256K +433 +1%
AI
933
Arvest Investments
Arkansas
$19M -$1.99M -3,369 -9%
WWM
934
Western Wealth Management
Colorado
$19M -$1.88M -3,186 -9%
CC
935
Cadinha & Co
Hawaii
$19M -$8.21M -13,896 -29%
OCM
936
Orion Capital Management
California
$19M +$1.28M +2,174 +7%
EWA
937
Emergent Wealth Advisors
New York
$19M +$576K +976 +3%
DCM
938
Dimension Capital Management
Florida
$18.9M -$2.5M -4,241 -11%
LCOV
939
London Company of Virginia
Virginia
$18.8M -$21.7M -36,756 -52%
KDA
940
Kraft Davis & Associates
Missouri
$18.8M -$226K -383 -1%
HAS
941
Holland Advisory Services
Florida
$18.8M -$877K -1,486 -4%
DAS
942
Diversify Advisory Services
Utah
$18.8M -$2.85M -4,828 -13%
DC
943
Destiny Capital
Colorado
$18.7M +$1.47M +2,488 +8%
WCP
944
Wick Capital Partners
Pennsylvania
$18.7M +$33.7K +57 +0.2%
RA
945
RFG Advisory
Alabama
$18.6M -$11.8M -19,958 -38%
SWP
946
SIMA Wealth Partners
Virginia
$18.6M +$893K +1,513 +5%
CPW
947
Catalyst Private Wealth
California
$18.5M +$2.49M +4,225 +15%
EWM
948
EPG Wealth Management
Georgia
$18.5M -$423K -716 -2%
AECF
949
Annie E. Casey Foundation
Maryland
$18.4M +$6.68M +11,312 +53%
FW
950
Fairway Wealth
Ohio
$18.4M +$1.69M +2,862 +10%
36 37
38
39 40